Kynam Capital Management, LP

CIK

1907884

Location

PRINCETON, NJ

Portfolio Value

Mid $1,621,136,956

Diversification

Diversified

Filing Date

Global Rank

#1,347 / 8,603 ▲ 57 · as of Mar 2026

Top Industry

Biotechnology 95.0%

3Y Alpha vs SPY

+24.0%

Period ended 3 months ago

Filed May 15, 2026 · 55d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+215.6%

SPY

+76.0%

Annualised alpha

+26.0%

Max drawdown

−42.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.6%

−2.6 pts

Top 5

51.5%

−4.1 pts

Top 10

71.9%

−2.6 pts

HHI

669

Diversified−88

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$1,621,136,956	37

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
CTMX	CytomX Therapeutics, Inc.	+6,047,016	15,013,093	$70,561,537
GERN	Geron Corp	+3,380,000	6,836,318	$10,186,113
TVTX	Travere Therapeutics, Inc.	+1,906,034	2,423,918	$72,014,603
VRDN	Viridian Therapeutics, Inc.\DE	+871,111	2,341,652	$45,802,713
PRLD	Prelude Therapeutics Inc	+803,684	1,592,551	$5,446,524
EVMN	Evommune, Inc.	+440,014	625,496	$14,380,153
STRO	Sutro Biopharma, Inc.	+392,968	872,558	$21,735,419
BEAM	Beam Therapeutics Inc.	+304,971	3,682,185	$87,746,468
BNR	Burning Rock Biotech Ltd	+232,672	1,227,555	$19,800,462
AMRN	Amarin Corp Plc\Uk	+83,109	472,382	$6,830,643
IMCR	Immunocore Holdings plc	+28,475	884,937	$26,680,850
KALV	KalVista Pharmaceuticals, Inc.	+10,000	1,820,954	$36,655,804
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
BCRX	Biocryst Pharmaceuticals Inc	−3,685,731	5,680,795	$54,081,168
COGT	Cogent Biosciences, Inc.	−2,127,892	4,037,331	$155,396,870
WVE	Wave Life Sciences Ltd.	−1,203,912	965,193	$6,997,649
NRIX	Nurix Therapeutics, Inc.	−775,600	1,194,757	$18,518,733
ENGN	enGene Therapeutics Inc.	−136,055	1,356,843	$9,240,100
CLDX	Celldex Therapeutics, Inc.	−102,613	5,840,567	$185,262,785
APLS	Apellis Pharmaceuticals, Inc.	−83,607	825,000	$33,189,750
VERA	Vera Therapeutics, Inc.	−34,827	3,398,224	$136,710,551
CLYM	Climb Bio, Inc.	−25,000	1,003,341	$6,872,885
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
URGN	UroGen Pharma Ltd.	2,247,393	$40,408,126
LEGN	Legend Biotech Corp	1,576,295	$28,515,176
RVMD	Revolution Medicines, Inc.	207,500	$20,179,375
SLNO	Soleno Therapeutics Inc	560,000	$18,748,800
CADL	Candel Therapeutics, Inc.	200,000	$980,000
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
TYRA	Tyra Biosciences, Inc.	1,564,492	$41,130,494
CGON	CG Oncology, Inc.	945,830	$39,270,861
OMER	Omeros Corp	200,000	$3,436,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

37 positions · $1,621,136,956 total · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDX	Syndax Pharmaceuticals Inc Healthcare	Held	8,050,959	0	$188,070,402	+11.2%	11.60%
CLDX	Celldex Therapeutics, Inc. Healthcare	Reduced	5,840,567	-102,613	$185,262,785	+14.8%	11.43%
PCVX	Vaxcyte, Inc. Healthcare	Held	2,922,335	0	$169,816,886	+25.9%	10.48%
COGT	Cogent Biosciences, Inc. Healthcare	Reduced	4,037,331	-2,127,892	$155,396,870	−29.0%	9.59%
VERA	Vera Therapeutics, Inc. Healthcare	Reduced	3,398,224	-34,827	$136,710,551	−21.4%	8.43%
BEAM	Beam Therapeutics Inc. Healthcare	Added	3,682,185	+304,971	$87,746,468	−6.3%	5.41%
TVTX	Travere Therapeutics, Inc. Healthcare	Added	2,423,918	+1,906,034	$72,014,603	+263.9%	4.44%
CTMX	CytomX Therapeutics, Inc. Healthcare	Added	15,013,093	+6,047,016	$70,561,537	+84.7%	4.35%
BCRX	Biocryst Pharmaceuticals Inc Healthcare	Reduced	5,680,795	-3,685,731	$54,081,168	−26.0%	3.34%
VRDN	Viridian Therapeutics, Inc.\DE Healthcare	Added	2,341,652	+871,111	$45,802,713	+0.1%	2.83%
CGEM	Cullinan Therapeutics, Inc. Healthcare	Held	3,114,132	0	$44,251,815	+37.3%	2.73%
URGN	UroGen Pharma Ltd. Healthcare	NEW	2,247,393	NEW	$40,408,126	NEW	2.49%
KALV	KalVista Pharmaceuticals, Inc. Healthcare	Added	1,820,954	+10,000	$36,655,804	+25.3%	2.26%
APLS	Apellis Pharmaceuticals, Inc. Healthcare	Reduced	825,000	-83,607	$33,189,750	+45.4%	2.05%
LEGN	Legend Biotech Corp Healthcare	NEW	1,576,295	NEW	$28,515,176	NEW	1.76%
MBX	MBX Biosciences, Inc. Healthcare	Held	934,799	0	$27,903,750	−5.4%	1.72%
IMCR	Immunocore Holdings plc Healthcare	Added	884,937	+28,475	$26,680,850	−10.2%	1.65%
STRO	Sutro Biopharma, Inc. Healthcare	Added	872,558	+392,968	$21,735,419	+291.7%	1.34%
RVMD	Revolution Medicines, Inc. Healthcare	NEW	207,500	NEW	$20,179,375	NEW	1.24%
BNR	Burning Rock Biotech Ltd Healthcare	Added	1,227,555	+232,672	$19,800,462	−1.2%	1.22%
SLNO	Soleno Therapeutics Inc Healthcare	NEW	560,000	NEW	$18,748,800	NEW	1.16%
NRIX	Nurix Therapeutics, Inc. Healthcare	Reduced	1,194,757	-775,600	$18,518,733	−50.5%	1.14%
PHVS	Pharvaris N.V. Healthcare	Held	640,395	0	$18,091,158	+1.8%	1.12%
EVMN	Evommune, Inc. Healthcare	Added	625,496	+440,014	$14,380,153	+352.9%	0.89%
RLAY	Relay Therapeutics, Inc. Healthcare	Held	1,424,259	0	$14,171,377	+17.6%	0.87%
GERN	Geron Corp Healthcare	Added	6,836,318	+3,380,000	$10,186,113	+123.3%	0.63%
ENGN	enGene Therapeutics Inc. Healthcare	Reduced	1,356,843	-1,628,953	$9,240,100	−65.7%	0.57%
DSGN	Design Therapeutics, Inc. Healthcare	Held	784,606	0	$8,348,207	+13.4%	0.51%
WVE	Wave Life Sciences Ltd. Healthcare	Reduced	965,193	-1,203,912	$6,997,649	−81.0%	0.43%
CLYM	Climb Bio, Inc. Healthcare	Reduced	1,003,341	-25,000	$6,872,885	+67.1%	0.42%
AMRN	Amarin Corp Plc\Uk Healthcare	Added	472,382	+83,109	$6,830,643	+25.7%	0.42%
BHVN	Biohaven Ltd. Healthcare	Held	702,884	0	$5,946,398	−25.1%	0.37%
PRLD	Prelude Therapeutics Inc Healthcare	Added	1,592,551	+803,684	$5,446,524	+138.1%	0.34%
CRBU	Caribou Biosciences, Inc. Healthcare	Held	2,503,302	0	$4,756,273	+19.5%	0.29%
ALEC	Alector, Inc. Healthcare	Held	2,000,000	0	$4,300,000	+37.8%	0.27%
PRQR	ProQR Therapeutics N.V. Healthcare	Held	1,566,317	0	$2,537,433	−19.8%	0.16%
CADL	Candel Therapeutics, Inc. Healthcare	NEW	200,000	NEW	$980,000	NEW	0.06%